The nuclear energy portfolio covered as part of the investing group, has seen exceptional performance this year, backed by big tech and strong policy support. Subscribe to the group today, to get regular updates on portfolio stocks, developments in nuclear energy, rare stock coverage and rankings of ETFs based on proprietary methodology.A key use of rare earths is in EVs, which are critical for a cleaner, healthier future. There are other segments that can drive us towards the goal of net-zero too, however. ...

Group 1 - The nuclear energy portfolio has performed exceptionally well this year, supported by major technology companies and strong policy backing [1] - Rare earths are crucial for electric vehicles (EVs) and contribute to achieving net-zero goals, alongside nuclear energy [2] - The green economy has experienced a compound annual growth rate (CAGR) of approximately 14% over the past decade, indicating significant growth potential [2] Group 2 - MP Materials, a rare earths miner and magnet manufacturer, has seen its stock drop by 19% since the last analysis, despite a year-to-date price increase of 340% [2] - The investing group Green Growth Giants focuses on opportunities within the fast-growing green economy [2] - The profile of the investing group is managed by an experienced macroeconomist with over 20 years in investment management and related industries [2]

Group 1 - The company reported its 3rd quarter results for 2025, highlighting significant financial performance [1] - Revenue for the quarter reached a total of 500 million, representing a 10% increase compared to the previous quarter [1] - The net profit for the quarter was reported at 100 million, showing a 15% growth year-over-year [1] Group 2 - The company has expanded its market presence in the UK, contributing to the overall revenue growth [1] - Operational efficiency improvements have led to a reduction in costs by 5%, enhancing profit margins [1] - The company anticipates continued growth in the next quarter, driven by new product launches and market expansion strategies [1]

Historical trends suggest that Netflix's stock split will push its share price higher over the next year; Wall Street analysts concur.Netflix (NFLX 2.30%) held its initial public offering (IPO) in May 2002. Its share price has since climbed 88,900%, prompting the streaming company to split its stock three times, as follows:Netflix completed a 2-for-1 stock split in February 2004Netflix completed a 7-for-1 stock split in July 2015.Netflix completed a 10-for-1 stock split in November 2025.Investors who bought ...

Despite trailing-12-month gains of up to 1,490% for shares of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc., billionaire money managers have wagered on a far more "magnificent" stock.Data is the fuel that keeps Wall Street moving. But between earnings season and near-daily economic data releases, it can be challenging for everyday investors to stay informed about what's moving markets. It can also allow something important to slip through the cracks.For example, Nov. 14 marked the dead ...

Group 1: Market Position and Potential - Certain Wall Street analysts expect Broadcom and Meta Platforms to join the $2 trillion club, which currently includes Nvidia, Apple, Alphabet, Microsoft, and Amazon [1] - Broadcom is well positioned to benefit from artificial intelligence (AI) due to its leading market position in high-speed Ethernet switching and routing chips, as well as application-specific integrated circuits (ASICs) designed for AI workloads [2][3] Group 2: Financial Performance - Broadcom reported a 22% increase in revenue to $16 billion, driven by strong sales in custom AI and networking chips, and a 36% increase in non-GAAP earnings per share to $1.69 [4] - Meta Platforms experienced a 26% revenue increase to $51 billion, with GAAP net income rising 20% to $7.25 per diluted share [9] Group 3: Future Growth Estimates - Wall Street estimates Broadcom's adjusted earnings will grow at 31% annually through 2028, making its current valuation of 60 times earnings appear reasonable [5] - Meta Platforms' earnings are expected to increase at 16% annually over the next three years, with a current valuation of 28 times earnings [10] Group 4: Analyst Target Prices - Blayne Curtis at Jefferies has set a target price of $480 per share for Broadcom, indicating a 29% upside from its current price of $373 [7] - Scott Devitt at Wedbush has assigned a target price of $920 per share for Meta Platforms, suggesting a 47% upside from its current price of $627 [7]

Core Viewpoint - U.S. airlines are expected to experience record passenger volumes during the Thanksgiving travel period, with significant increases in demand and operational capacity anticipated for major carriers [2][4][5]. Industry Overview - The end of the recent government shutdown has alleviated financial stress for federal workers and is expected to lead to increased travel activity [2][3]. - Airlines are preparing for a busy Thanksgiving season, with the Airlines for America (A4A) projecting over 31 million passengers to be transported, marking an all-time high [6][8]. Company Highlights - **United Airlines (UAL)**: - Forecasts 6.6 million passengers between Nov. 20 and Dec. 2, a 4% increase from the previous year [10]. - Earnings estimates have been revised upwards by 5.9% and 4.6% for the current and next year, respectively [10]. - **American Airlines (AAL)**: - Plans to operate 80,759 scheduled flights during the holiday period, the highest among U.S. airlines [11]. - Earnings estimates have been revised upwards by 81.4% and 13.3% for the current and next year, respectively [11]. - **Delta Air Lines (DAL)**: - Earnings estimates have been revised upwards by 6.7% and 3.8% for the current and next year, respectively [12]. - The CEO has assured customers of smooth operations following the government shutdown [13]. Passenger Demand Insights - A4A expects peak travel days to be Nov. 30 and Dec. 1, with over 3 million passengers expected each day [8]. - Airlines are increasing capacity by offering 45,000 more seats daily compared to the previous year [7].

European shares will repeat this year's strong gains in 2026, a Reuters poll indicated, with investors hopeful that an improving economic environment combined with still low valuations relative to the U.S. will send indexes up 11% from current levels. ...

Core Viewpoint - Li Auto Inc. reported a significant decline in vehicle deliveries and financial performance for the third quarter of 2025, reflecting challenges in the new energy vehicle market and operational difficulties. Operating Highlights - Total deliveries for Q3 2025 were 93,211 vehicles, a 39.0% year-over-year decrease [2][3] - The company had 542 retail stores in 157 cities and 3,420 supercharging stations in operation as of September 30, 2025 [3] Financial Highlights - Vehicle sales amounted to RMB 25.9 billion (US$ 3.6 billion) in Q3 2025, down 37.4% from RMB 41.3 billion in Q3 2024 and down 10.4% from RMB 28.9 billion in Q2 2025 [4][13] - Total revenues were RMB 27.4 billion (US$ 3.8 billion), a decrease of 36.2% year-over-year [4][13] - Gross profit was RMB 4.5 billion (US$ 627.8 million), down 51.6% from RMB 9.2 billion in Q3 2024 [4][13] - Net loss was RMB 624.4 million (US$ 87.7 million), compared to a net income of RMB 2.8 billion in Q3 2024 [4][24] Cost and Margin Analysis - Cost of sales was RMB 22.9 billion (US$ 3.2 billion), a decrease of 32.0% from RMB 33.6 billion in Q3 2024 [18] - Vehicle margin was 15.5% in Q3 2025, down from 20.9% in Q3 2024 [4][18] - Gross margin was 16.3%, compared to 21.5% in Q3 2024 [4][18] Operating Expenses - Operating expenses were RMB 5.6 billion (US$ 793.1 million), a decrease of 2.5% from RMB 5.8 billion in Q3 2024 [4][18] - Research and development expenses increased by 15.0% year-over-year to RMB 3.0 billion (US$ 417.8 million) [18] Cash Flow and Financial Position - Net cash used in operating activities was RMB 7.4 billion (US$ 1.0 billion) in Q3 2025, compared to RMB 11.0 billion net cash provided in Q3 2024 [7][24] - Free cash flow was negative RMB 8.9 billion (US$ 1.3 billion) in Q3 2025 [7][24] - Cash position was RMB 98.9 billion (US$ 13.9 billion) as of September 30, 2025 [24] Recent Developments - The company launched the Li i6, a new battery electric SUV, in September 2025 [9] - In October 2025, Li Auto opened its first overseas authorized retail store in Tashkent, Uzbekistan [10] - The Li i8 achieved the highest score in the China-Automobile Health Index assessment [11] Management Commentary - The CEO highlighted strong momentum in the BEV portfolio and confidence in achieving long-term strategic objectives despite market challenges [12] - The CFO noted operational resilience with a gross margin of 20.4% when excluding recall costs [12]

Both companies are facing challenges. But only one of the two is trading at a price low enough to make it a clear buy. The sportswear giant Nike (NKE +2.83%) and yoga-inspired apparel specialist Lululemon Athletica (LULU +4.57%) have both seen their share prices reset over the past year as investors reassess the premium athletic wear's potential in a market with fast-changing consumer tastes and tariffs. Nike is struggling in China and its important digital channel, while Lululemon is dealing with softer U. ...